See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

David Ramos profile image

David Ramos

Financial Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Northwestern Mutual</span>
Intro Book
Seasoned financial advisor delivering expert guidance on insurance, employee benefits, and retirement planning.
  • Claim this Profile
Location
Hillsborough, North Carolina, United ...
Skills
  • Insurance
  • Sales
  • Life Insurance
  • Disability Insurance
  • Finance
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
David Ramos is a seasoned financial professional with 22 years of experience in sales, management, and financial planning. He has a strong background in insurance, including life, disability, and health insurance, as well as employee benefits and retirement planning. With a Bachelor of Science degree in Criminal Justice and certifications in Series 6 and 63, he has established a reputation for providing expert guidance to clients seeking financial security.

Credentials

  • Series 6, 63
    FINRA

Experience

  • Northwestern Mutual
    • Raleigh, North Carolina
    • Financial Advisor
      • Jul 2001 - Present
      • Raleigh, North Carolina

      Our team is committed to developing enduring relationships with clients by providing expert guidance for a lifetime of financial security. We work with clients to identify their definition of financial security, and focus on that need. We see our clients’ needs as non-negotiable, while all of the...

  • Madison River Communications
    • Raleigh, North Carolina
    • National Accounts Manager
      • Mar 1999 - Jun 2001
      • Raleigh, North Carolina
  • Bektel Communications
    • Atlanta, Georgia
    • Eastern Sales Rep.
      • Sep 1997 - Mar 1999
      • Atlanta, Georgia

      Sold telecommunications equipment to Bell companies as well small privately held companies.

Education

  • 1990 - 1994
    University of North Carolina at Charlotte

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles